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17 Years at AB|38 Years of Experience
Walt Czaicki serves as a Senior Vice President and Senior Investment Strategist for Equities at AB. He rejoined the firm in 2015 and has been in the investment-management industry since 1986. Czaicki's roles have ranged from a fundamental equity research analyst and portfolio manager to chief investment officer. Prior to rejoining AB, he worked on the buy side for a Regions Financial predecessor organization, as well as at Commerce Trust Company and Bank of America. Czaicki holds a BSBA in finance and an MBA, both from Saint Louis University. He is a CFA charterholder. Location: Dallas
Quality has become a popular buzzword in equity investing. But what does it really mean?
Nelson Yu, Walt Czaicki | January 27, 2025Despite strong returns for both equities and fixed income investments this year, investors will need to be selective to find the best opportunities as markets move into a more normal economic environment. AB's Senior Investment Strategist, Walt Czaicki, highlights opportunities in this new landscape, such as healthcare and infrastructure companies, dividend-growth stocks, and high-yield bonds.
Walt Czaicki | November 08, 2024Equities have an important role to play in a diversified allocation today, to help hedge against inflation and to navigate a lower-growth environment.
Robert Milano, Walt Czaicki, David Wong | November 27, 2023In a world of structurally higher inflation and interest rates, there are good reasons for equity investors to consider active portfolios for equity allocations.
Robert Milano, Walt Czaicki, David Wong | February 16, 2023After US stocks outperformed international stocks for eight of the past 10 years, are regional return patterns poised to shift?
Jillian Geliebter, Walt Czaicki | February 14, 2023Patient investors can find comfort knowing that strong recoveries are common after sharp drawdowns.
Walt Czaicki | November 17, 2022In times of uncertainty, a well-defined focus on quality companies can help provide a solid foundation for long-term equity return potential.
Walt Czaicki | September 19, 2022Although a healthier global economy will likely define 2021, many pieces of the capital markets puzzle require investors' attention. AB Senior Investment Strategist, Walt Czaicki, reviews risks and opportunities in today's environment
Walt Czaicki | May 05, 2021The landscape for investing outside the US is looking better than it has in years. For equity investors looking to mitigate concentration risk from the rise in US stocks, consider going global.
Walt Czaicki | April 16, 2021As US inflation expectations grow, many investors are concerned about the potential impact on stocks. Our research shows that US equities have delivered solid returns during periods of moderate inflation for more than seven decades.
Walt Czaicki, David Wong | March 25, 2021Investors in US stocks enjoyed strong returns during 2020. But global economic improvements, a weaker US dollar and attractive valuations bolster the case for US investors to consider initiating or increasing exposure to international equities in 2021.
Jillian Geliebter, Walt Czaicki | January 08, 2021Even if this US election has a bigger impact on markets than in the past, we would advise against building an investing strategy based on a potential political outcome for several reasons.
Richard Brink, Walt Czaicki | October 19, 2020What sources of market returns can withstand late-cycle uncertainty? By identifying the right ingredients, we think investors can create an allocation with the potential to overcome new challenges and perform well over the long term.
Richard Brink, Walt Czaicki | September 25, 2019These are tricky days for the global economy. As growth downshifts and corporate earnings weaken, some investors are dusting off playbooks for late-cycle investing. That makes sense, but there are a few twists to today's market conditions that may require new responses.
Richard Brink, Walt Czaicki | April 17, 2019US companies, lured by historically low interest rates, have taken on massive amounts of debt in recent years. As rates begin to rise, investors should beware of companies that might be vulnerable to increasing financing costs.
Scott Krauthamer, Walt Czaicki | July 24, 2018It's been a rocky start to 2018 for equity markets globally—volatility has returned with a bang and February saw the first 10% market correction in a while. So, why are active managers smiling?
Richard Brink, Walt Czaicki, Scott Krauthamer | April 20, 2018The active/passive debate has been raging for years, and both approaches have merit. But there's more to the story than meets the eye. Investors who commit too much to passive—and not enough to active—could face mounting risks.
Richard Brink, Walt Czaicki, Scott Krauthamer | April 03, 2018Passive equity strategies have seen massive inflows over the last decade, in part owing to active management's struggles. But a closer look at the story within the story suggests that leaving active out of the equation could be leaving money on the table.
Richard Brink, Walt Czaicki, Scott Krauthamer | March 14, 2018